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Research Reports

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Steady Compounding

Research Reports

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Steady Compounding

Tag: updates

Where I’m Deploying Capital Right Now

February 27, 2026

Buy MELI, I Am

February 26, 2026

Booking Holdings: Why the AI Bear Case Has It Backwards

February 24, 2026

Portfolio Update: Exiting Tesla

February 20, 2026

Paycom Q4 2025: Jeff York Returns

February 17, 2026

Alphabet Q4 2025: When AI Becomes the Growth Engine

February 13, 2026

Portfolio Update: Exiting a Position

February 3, 2026

Microsoft Q2 FY26 Earnings: Strong Results, OpenAI Concentration Risk

February 1, 2026

Meta Q4 2025: Strong Results, AI Investments Paying Off

January 30, 2026

Netflix: From Builder to Buyer

January 23, 2026

Lululemon: Waiting for the New Sheriff

December 19, 2025

Paycom Q3 2025: When Product Excellence Meets Market Reality

December 5, 2025

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